Choose Your Financial Planning Path
Professional financial planning made accessible through flexible subscription options. All plans include personalised consultations and comprehensive analytical reviews.
Individual results may vary
Past performance does not guarantee future results
Essential Planning
Perfect for individuals starting their financial planning journey
per month
- Monthly financial review consultation
- Basic budget analysis and recommendations
- Email support and guidance
- Quarterly progress assessments
- No priority scheduling
- Limited to email communications
Comprehensive Planning
Our flagship service combining depth with personalised attention
per month
- Bi-weekly consultation sessions
- Detailed financial analysis and strategic planning
- Phone and video consultation options
- Tax efficiency reviews and recommendations
- Priority support and flexible scheduling
- No emergency consultation access
Premium Advisory
Complete financial planning with dedicated advisor access
per month
- Weekly consultation availability
- Advanced analytical reviews and projections
- Dedicated advisor with direct contact access
- Comprehensive tax and regulatory guidance
- Emergency consultation access
- Quarterly comprehensive financial health reports
Pricing Information
Commission Structure
We operate on a transparent subscription model. We do not receive commissions from financial product providers, ensuring our advice remains completely independent.
VAT Information
Financial planning consultations are exempt from VAT under UK regulations
All prices shown are final amounts with no additional VAT charges
Authorised and regulated by the Financial Conduct Authority (FCA) under reference number 143961
Representative APR: N/A - No credit or lending services offeredOur subscription fees are fixed monthly amounts with no interest charges or credit arrangements
Frequently Asked Questions
Can I change my plan at any time?
Yes, you can upgrade or downgrade your subscription plan with one month's notice. Changes take effect at the next billing cycle, and we'll help ensure a smooth transition.
What happens if I need to cancel my subscription?
You can cancel anytime with 30 days' written notice. We'll provide a final consultation to review your progress and offer guidance for managing your finances independently.
Do you offer refunds for unused services?
Subscriptions are billed monthly in advance. While we don't offer refunds for current billing periods, you can cancel to prevent future charges and continue accessing services until the paid period ends.
Are there any setup fees or hidden charges?
No setup fees or hidden charges. The monthly subscription price covers all consultations, analysis, and support included in your chosen plan. Everything is transparent and straightforward.
Need help choosing the right plan for your situation?
Contact Us